Serve as on-site manager for human resources functions serviced by a professional employment organization (including new hire paperwork/orientation, payroll and time system maintenance)

Feb 2006Sep 2013

Vice President/Assistant Controller & Analyst

Pinnacle Bank/First State Bank of Joplin Joplin

Performed daily accounting functions and maintained the general ledger system, as well as monitored the overall financial condition of the institution

Prepared financial statements (balance sheet, income statement and ratios report) on a periodic basis and reported performance to management

Developed an annual budget for bank branches and reviewed the budget to actual performance on a monthly basis, preparing a report to present to senior management. Also, completed budget analysis for specific projects such as advertising campaigns, building remodels, etc.

Prepared and filed the call report on a quarterly basis and trained two associates to manually prepare the report.

Assisted with the development of financial models for asset and liability management functions, and compiled data supporting assumptions used in the models.

Responsible for the preparation of a GAP Analysis report on a monthly basis and assisted an external company in the preparation of a quarterly asset and liability risk management report

Compiled requested information for external audits, as well as regulatory examinations by FDIC and Missouri Division of Finance

Commercial Credit Analyst/Loan Assistant

Arvest Bank

Compared customer financial ratios and benchmarks to industry data for similar companies

Compiled research on various industries as a means for lenders to understand specific risks, as well as opportunities, associated with those businesses

Completed Loan Proposals and other financial data for submission to Loan Committee

Prepared loan documents and was responsible for loan funding and filing of security instruments

Education

Aug 2004Jul 2009

Master of Business Administration

Missouri State University

Beta Gamma Sigma Honor Society

Completed master's research project titled "The Role of Strategic Planning in Small Business."

Aug 1998May 2002

Bachelor of Science in Business Administration with emphasis in Finance and Economics

Missouri Southern State University Joplin

Graduated Magna Cum Laude

Alpha Chi Honor Society

Skills

Analytical Skills

Ability to analyze various types of data for trends and comparison to budgets, historical performance, competitor metrics or other financial benchmarks. Significant experience in compiling data into reports for practical use, as well as preparing presentations for all types of audiences.

Microsoft Office

Proficiency in Microsoft Office, including Word, Excel, Powerpoint and Outlook. Experience in developing and automating spreadsheets to track various financial inputs.